Whitener Capital Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Whitener Capital Management’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-240	Closed	-$8K	–	265
2019 Q3	$8K	Hold	240	–	–	﹤0.01%	369
2019 Q2	$8K	Hold	240	–	–	﹤0.01%	363
2019 Q1	$8K	Hold	240	–	–	0.01%	355
2018 Q4	$6K	Hold	240	–	–	﹤0.01%	350
2018 Q3	$8K	Buy	+240	New	+$8.14K	0.01%	353
2018 Q2	–	Sell	-240	Closed	-$7K	–	242
2018 Q1	$7K	Hold	240	–	–	0.01%	362
2017 Q4	$6K	Buy	+240	New	+$6.63K	0.01%	356

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Whitener Capital Management's IGM Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2019, closing a stake of 240 shares — an estimated $8K sold.

Whitener Capital Management first reported a position in IGM in Q4 2017 and held it in 7 quarters. The position peaked at $8K in Q3 2019. 168 funds tracked by Wall St. Rank hold IGM as of Q4 2019.

Whitener Capital Management reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 240 iShares Expanded Tech Sector ETF shares in Q4 2019, an estimated $8K.
Whitener Capital Management first reported a position in iShares Expanded Tech Sector ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares Expanded Tech Sector ETF position peaked at $8K in Q3 2019.
168 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.